Health Care Sector Mutual Funds Enter the Danger Zone
70% of Health Care sector mutual funds are rated Unattractive or Very Unattractive. This particularly risky fund allocates heavily towards speculative stocks and charges high fees based on past performance that managers are having an increasingly difficult time replicating.
ICYMI: Industrial Long Idea, IPO Danger Zone, Activist Investing Case Study, Model Portfolio Performance Updates & 3Q17 Style Rankings
Here’s what happened at New Constructs this past week.
Dividend Growth Stocks Model Portfolio: July 2017
Platinum Members and higher can access July’s Dividend Growth Stocks Model Portfolio as of Friday, July 28.
New Stocks on Safest Dividend Yields Model Portfolio: July 2017
The best performing stocks in the portfolio were large cap stock Kohl’s Corporation (KSS), which was up 9%, and small cap stock, NVE Corporation (NVEC), which was up 9%. Get a look at one of the new stocks on July’s Model Portfolio.
Podcast: Why Redfin Is In The Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Redfin (RDFN).
Podcast: Why Investors Ignoring This Industry Are In The Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about an industry that investors should not overlook.
Extending Our Diligence to Dividends
We have extended the unrivaled level of diligence that our Robo-Analyst technology provides on earnings quality to our analysis of dividend data.
Look to the Sky for Industrials Sector Value
Our Robo-Analyst technology drills down to the stock level of all 7,000+ ETFs and mutual funds under coverage. In the process, we uncovered an attractive ETF that traditional, backward-looking fund research overlooks.
Model Portfolio Outperformance Through 2Q17
Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 2Q17.
Small Cap Value Style 3Q17: Best and Worst
The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Small Cap Growth Style 3Q17: Best and Worst
The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Small Cap Blend Style 3Q17: Best and Worst
The Small Cap Blend style ranks ninth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Mid Cap Value Style 3Q17: Best and Worst
The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Mid Cap Growth Style 3Q17: Best and Worst
The Mid Cap Growth style ranks tenth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Mid Cap Blend Style 3Q17: Best and Worst
The Mid Cap Blend style ranks seventh out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Large Cap Value Style 3Q17: Best and Worst
The Large Cap Value style ranks third out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Large Cap Growth Style 3Q17: Best and Worst
The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Large Cap Blend Style 3Q17: Best and Worst
The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
All Cap Value Style 3Q17: Best and Worst
The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
All Cap Growth Style 3Q17: Best and Worst
The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.